See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,031 |
Service code 27 · EIN 75-1832551 | Advisory (Plan) | $25,347 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,380 | $60,124+115.2% | $90,404+43.1% | $79,858+62.0% |
| Participation rate | 93.3% | 65.0%+28.4pp | 72.7%+20.7pp | 69.6%+23.7pp |
| Annual return | 15.50% | 71.94%-56.4pp | 1293.02%-1277.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $6,764 | $2,068+227.1% | $3,262+107.4% | $2,471+173.8% |
| Participant deferral / active EE | $9,679 | $2,938+229.4% | $3,963+144.2% | $3,740+158.8% |
| Admin fee / account holder | $417 | $3,976-89.5% | $5,611-92.6% | $5,306-92.1% |